Role of the WebCenter Spaces Administrator Installing WebCenter Spaces Setting Up WebCenter Spaces for the First Time Roadmap

2-4 Oracle Fusion Middleware Administrators Guide for Oracle WebCenter Figure 2–1 Setting Up WebCenter Spaces for the First Time Getting WebCenter Spaces Up and Running 2-5 Table 2–1 Roadmap - Setting Up WebCenter Spaces for the First Time Actor Task Sub-task Notes Administrator 1. Verify your Oracle WebCenter Spaces installation 1.a Install WebCenter Spaces 1.b Start Node Manager 1.c Start the managed servers 1.d Log in to WebCenter Spaces as the default administrator 1.e Grant administrative privileges to others Administrator 2. Addmodify connections to back-end components using either of the following tools: ■ Fusion Middleware Control ■ WLST Back-end components may include: ■ Content repositories 1 ■ BPEL servers 1 ■ Analytics Collector ■ Activity Graph Engines ■ Discussions server 1 ■ Events server ■ Mail servers ■ Presence server ■ Oracle Secure Enterprise Search ■ Personalization se rver 1 ■ WebCenter repository 1 ■ MDS 1 Administrator 3. Connect external applications and portlet producers using either of the following tools: ■ Fusion Middleware Control ■ WLST Portlet producers may include: ■ WSRP producers 1 ■ Oracle PDK-Java producers 1 ■ Pagelet producer 1 2-6 Oracle Fusion Middleware Administrators Guide for Oracle WebCenter

2.5 Customizing WebCenter Spaces for the First Time Roadmap

The roadmap in Table 2–2 outlines the tasks that a WebCenter Spaces administrator might perform to customize WebCenter Spaces for a new target audience. Administrator 4. Connect back-end severs to the same identity store as WebCenter Spaces Back-end servers may inlcude: ■ Oracle Content Server ■ Oracle Secure Enterprise Search ■ BPEL server ■ Discussions server ■ Presence server Administrator 5. Secure communication with WebCenter Spaces 5.a Configure single sign-on 5.b Configure SSL 5.c Configure WS-Security Administrator 6. Optional Configure WebCenter Spaces options: ■ WebCenter Spaces workflows 1 ■ Notification message channel ■ Search crawlers ■ Search settings ■ RSS news feeds Administrator 7. Restart WC_Spaces, the managed server on which WebCenter Spaces is deployed WebCenter Spaces Administrator

8. Log in to WebCenter

Spaces WebCenter Spaces Administrator

9. Set global options and

customize WebCenter Spaces WebCenter Spaces Administrator 10. Grant application roles 1 Auto-configured out-of-the-box Table 2–1 Cont. Roadmap - Setting Up WebCenter Spaces for the First Time Actor Task Sub-task Notes Getting WebCenter Spaces Up and Running 2-7 Table 2–2 Roadmap - Customizing WebCenter Spaces for the First Time Task Documentation Actor 1 . Log in to WebCenter Spaces Login to WebCenter Spaces with administrative privileges and access the administration pages: ■ Accessing WebCenter Spaces Administration Pages Tips: WebCenter Spaces URL is http:host:portwebcenter WebCenter Spaces Administration URL is http:host:portwebcenterspacesadmin WebCenter Spaces Admin

2. Customize WebCenter Spaces

Customize WebCenter Spaces to suit your audience. Choose a name and logo for your application, apply a corporate brand, set language options, and more. For details, see: ■ Performing Actions on WebCenter Spaces Administration Pages ■ Configuring Global Defaults ■ Configuring Services, Portlet Producers, and External Applications ■ Preparing Your Initial Portal Pages ■ Managing Portal Resources WebCenter Spaces Admin

3. Determine self-registration policy

Establish your policy regarding new user registration. Allow users outside of the WebCenter Spaces community to self -register on an invitation-only basis or extend self-registration to the public: ■ Enabling Self-Registration By Invitation-Only ■ Enabling Anyone to Self-Register WebCenter Spaces Admin

4. Plan the public user

experience First impressions are extremely important. Determine the content displayed on your Welcome page and the appearance of WebCenter Spaces before users login: ■ Customizing the WebCenter Welcome Page ■ Customizing the Login Page ■ Customizing the Self-Registration Page ■ Choosing the Default Display Language ■ Granting Permissions to the Public-User WebCenter Spaces Admin

5. Create roles and delegate

responsibilities to other users Create roles to characterize groups of WebCenter users and determine what they can see and do in WebCenter Spaces. Manage and assign roles for any user in the identity store: ■ Introduction to Security in WebCenter Spaces ■ Assigning Users and Groups to Roles ■ Defining Application Roles ■ Giving a User Administrative Privileges ■ Modifying Application Role Permissions WebCenter Spaces Admin 2-8 Oracle Fusion Middleware Administrators Guide for Oracle WebCenter 6 . Customize the Home Space Design the default Home Space for your WebCenter users. Give them instant access to important information and applications relevant to their roles: ■ Setting Page Creation Defaults for Business Role Pages ■ Creating a Business Role Page Encourage or enforce a consistent look and feel through default page schemes and default page templates: ■ Choosing a Default Look and Feel for New Pages WebCenter Spaces Admin 7 . Set up discussion forums and announcements Configure default options for discussion forums and announcements: ■ Configuring Discussion Forum Options for WebCenter Spaces WebCenter Spaces Admin

8. Set up people

connection components Configure defaults for activity streams, personal profiles, connections, messages boards, and feedback: ■ Configuring People Connection Defaults for WebCenter Spaces WebCenter Spaces Admin

9. Set up mail

notifications Configure default options for everyones mail: ■ Configuring Send Mail Notifications for WebCenter Spaces WebCenter Spaces Admin

10. Provide ready-made Spaces

and Space templates In WebCenter, users can create and manage their own Spaces without centralized administration. Give them a head-start by creating templates for the types of workspaces and communities they are likely to build: ■ Building a Space ■ Creating a Custom Space Template WebCenter Spaces Admin Table 2–2 Cont. Roadmap - Customizing WebCenter Spaces for the First Time